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Selkirk Management’s Applovin APP Stock Holding History

Selkirk Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2M Sell
43,100
-5,600
-11% -$2.7M 6.92% 6
2026
Q1 		$19.4M Buy
48,700
+13,000
+36% +$6.28M 6.59% 5
2025
Q4 		$24.1M Buy
35,700
+5,600
+19% +$3.53M 6.36% 6
2025
Q3 		$21.6M Buy
30,100
+22,000
+272% +$10.1M 5.93% 6
2025
Q2 		$2.84M Buy
+8,100
New +$2.63M 0.84% 14

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selkirk Management's APP Position: Q2 2026 in Review

Selkirk Management reduced its Applovin (APP) stake by 11% in Q2 2026, selling an estimated $2.7M and leaving 43,100 shares worth $22.2M. The position accounts for 6.92% of the portfolio, ranked #6.

Selkirk Management first reported a position in APP in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.1M in Q4 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Selkirk Management held 43,100 shares of Applovin worth $22.2M as of Q2 2026.
  • Selkirk Management sold 5,600 Applovin shares in Q2 2026, an estimated $2.7M.
  • Applovin made up 6.92% of Selkirk Management's portfolio in Q2 2026, its #6 holding.
  • Selkirk Management first reported a position in Applovin in Q2 2025 and has held it in 5 quarters since.
  • Selkirk Management's Applovin position peaked at $24.1M in Q4 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Selkirk Management's 13F filing for Q2 2026, filed 14 Aug 2026.